 Michael Jones Independent Financial Services offers unbiased independent financial advice to both individuals and corporate clients, researching the market to source products and services which best suit our client's needs.
We have four advisers, who have between them 70 years experience in the financial services industry, and have established a high level of trust between themselves and their clients over this time. This trust has helped in the development of a long term business relationship with our clients, which enables us to achieve our goal of giving excellent service, advice and guidance.
Some of the main areas we can help you with are as follows:-
- Pensions ( pre and post retirement planning )
- Savings and Investments
- Mortgages and Loans ( corporate and individual )
- Equity release schemes
- Life and protection policies
- Disability, Accident and Sickness cover
- Private Health Care ( company and individual )
- Inheritance tax and Estate Planning
People’s finances are directly affected by their personal circumstances, which change as they go through different life cycles. A young couple with children will have different financial priorities to an older couple in retirement. Through asking relevant questions, and conducting appropriate research, our advisers make recommendations which suit our clients circumstances.
If you would like to take advantage of our services please contact us. And remember, the first consultation is free of charge.
Michael Jones Independent Financial Services Limited is an appointed representative of LighthouseXpress Limited which is authorised and regulated by the Financial Services Authority. |
